How do I view insurance during their expiry?

Updated on July 20, 2017 12:00AM by Admin

You have the ability to custom view the created insurances under the term of expiry. This type filters the insurances during their expiry term i.e. the insurances which are about to expire in the term of “In 0 - 30 Days”, “In 31 - 90 Days” And “In 91 -180 Days”.

Steps to view Insurance Expiry

  1. Log in and access Insurance Tracker App from your universal navigation menu bar.
  2. Click on “By Insurance Expiry” from left navigation panel.
  3. It drops down three options “In 0 - 30 Days”, “In 31 - 90 Days” and “In 91 - 180 Days”.
  4. You can select your option to view the created insurances From here you can "Edit" or "Delete" using action icons.

    by insurance expiry

The Follow-Ups prior to expiration

The created follow-ups for the insurance are followed by 7 days, 15 days, 30 days and 90 days. The follow-ups are automatically scheduled for the expiry dates. You can view these scheduling in follow-ups tab both in calendar and/or list view format. 

follow ups

 On clicking on the follow ups, you can view more details regarding that follow ups.

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